HPE Project and Portfolio Management Center · HPE Project and Portfolio Management Center 1 Chapter 1: What's New in PPM 9.40 5 New Features 5 Enhancements 7 ... PPM-AGM integration

Software Version: 9.40

What's New and What's Changed

HPE Project and Portfolio Management Center

Document Release Date: November 2014 | Software Release Date: September 2016

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Contents

HPE Project and Portfolio Management Center 1

Chapter 1: What's New in PPM 9.40 5New Features 5

Enhancements 7

Certifications 9

Chapter 2: What's Changed in PPM Version 9.40 10Data Model Changes 10

Tables 10

Views 11

Entity Changes 11

Request Type Changes 12

Workflow Changes 12

Access Grant Changes 12

Background Service Changes 12

server.conf File Changes 12

Server Directory Structure and Server Tools Changes 18

<PPM_Home>/bin 18

Changed and New Document Titles 19

Deprecations 19

Related Information 21

Send Us Feedback 22



Chapter 1: What's New in PPM 9.40This section provides an overview of the features that were introduced or enhanced in PPM 9.40.

l "New Features" below

l "Enhancements" on page 7

l "Certifications" on page 9

New FeaturesEnhanced Program Management

Program Management is enhanced in the following aspects for program managers and PMOs to better govern and execute programs created for various business objectives in the organization:

l Program type

Upon the creation of a program, it is associated with a program type where the program settings are inherited. Using program types, PMOs can govern the program template for different types of programs to ensure the organization applies standardized format to execute programs. Program types also simplifies the mass update of program settings.

To create a program type, select Create > Administrative > Program Type.

To search a program type, select Search > Administrative > Program Types.

l Program-level request and workflow

PPM 9.40 introduced the following out-of-the-box entities for Program Management: Program Details (request type), PFM Program (field group), and Program Process (workflow). With these entities, you can customize more information on the program level and control the program lifecycle using the request workflow.

The request type (along with the request workflow) linked with a program is specified by the Program process Request Type field. The value of this field is inherited from the program type the program belongs to, and cannot be changed in the program settings.

Program-level request details are displayed in the Details tab of Program Overview page.

l Program health tracking

When tracking program health is enabled for a program, PPM calculates the program health based on program issues, risks, and scope changes.

When PPM calculates program health and overriding program's calculated health is enabled, program managers are allowed to override the calculated health, select another health for the program, and keep the program in the health status for a specified duration.

To enable tracking program overall health, select Track program health for this program in program settings.

What's New and What's ChangedChapter 1: What's New in PPM 9.40


To enable overriding program's calculated health, select Allow program managers to override the program's calculated health in program settings.

l Summarized program header

Program header facilitates you to view the following information in a glance:

l Program status, associated portfolio, duration and progress

l Program overall health, issue health, risk health, and scope change health

l Program budget and actual cost

l Program milestones

The Timeline tab of Program Overview page enables you to:

l View the program milestones and milestones of projects included in the program.

l Monitor milestone status

l Add and edit program milestones.

l Program cost

The Cost tab of Program Overview page provides a central location for you to view program cost, view program content cost, and perform Earned Value Analysis for projects included int he program.

User Management Console

User Management Console enables you to search, view, edit, and add users from PPM Web pages, saving you the effort to navigate to the PPM Workbench.

To open User Management Console, select Open > Administrative > Open User Management Console.

PPM-AGM integration using Agile Manager Connector 2

PPM 9.40 uses Agile Manager Connector 2 for the integration between PPM and Agile Manager. Agile Manager Connector 2 is deployed upon the installation of or upgrade to 9.40, and it implements the following advantages:

For the integration between PPM tasks and Agile Manager:

l You can map a PPM task with a new Agile Manager release, in addition to an existing Agile Manager release.

l You can select a specific sprint of a release to synchronize, and decide the level of details to synchronize (release level, sprint level, or user story level).

l When a PPM project is set as a hybrid project, you can still use time management to track actuals against the project as long as time is tracked at task level.

l When a PPM project is set as a hybrid project, you can still track estimated remaining effort per resource assignment.

For the integration between PPM time sheets and Agile Manager:



l If a sprint in Agile Manager does not fall into the PPM time sheet period, instead of the whole sprint efforts are not retrieved into PPM, the efforts in the working days that are within the time sheet period are retrieved into PPM.

l PPM time sheet line cells are filled with daily total effort of all returned tasks in a release, instead of the average of total efforts of all returned tasks in a release.

EnhancementsResource Management module enhancements

l Committing selected resource in resource finder

In previous versions, when you assign a resource to a position, the resource status is soft-booked. In this version, you can choose to commit assigned resource, that is, when a resource is assigned, the resource status becomes committed automatically.

l Distributing demand to selected resources evenly in resource finder

In previous versions, when you assign resources to a position, PPM allocates the position demand unevenly. It uses up the remaining capacity of the first resource, then the second resource, and goes on until demand is fulfilled. Starting from 9.32.0003, you can distribute demand to the selected resources evenly.

l Viewing resource pool assignable resources when Forwarding Requests

As a resource manager, you can check the resource availability of any resource pool when forwarding requests. This helps makes sure that you forward requests to effective resource pools that have assignable resources.

l Able to select all resources in resource finder

The Check All option is available in the resource finder for you to select all resources by one click.

l Not sending resource requests for positions of Certain statuses

Resource requests for the following positions are not sent any longer:

l Requested positions

l Fulfilled positions

l Softbooked or new positions that have zero unmet demand

l Hiding staffing profile user data field names in Staffing Profile New UI

When the description of the user data field is started with "!", the user data field name is the value behind the "!". Therefore, to hide a staffing profile user data field name, set the field description to "!" only.

l Enhancements on specifying requested resources for positions

l The Specific Resources Requested column becomes a default column in staffing profile.

l You can specify requested resources in inline-edit mode.

l Adding horizontal and vertical totals in Staffing Profile New UI



Horizontal total (Forecast Total and Unmet Total) and vertical totals (Total Hours, Average FTE, or Person Days, depending on display view) are added in Staffing Profile New UI.

l Displaying resource remaining capacity

Resource remaining capacity is displayed in Staffing Profile New UI and Resource Allocation Management Gantt view.

l Filtering positions by unmet demand and over-allocation in Staffing Profile New UI

You are able to filter positions by unmet demand and over-allocation in Staffing Profile New UI, as you do in Staffing Profile Legacy UI.

l Easier way to enter efforts for positions

In the Table view of Staffing Profile New UI, you can use SHIFT + CLICK to copy and paste efforts for positions in the same row.

Project Management module enhancements

l More options in Staffing tab of Project Overview Page

The following options are added in the Staffing tab of Project Overview page to facilitate the use of staffing profile in this tab:

l Change Header or View Header button, depending on your access grant.

l More button, which enables you to configure access, configure notifications, delete staffing profile, and view staffing profile audit trail.

l Export to Excel icon.

Platform module enhancements

l Tracking user sessions using database table

Using the table PPM_LOGON_SESSIONS, you can track user sessions, including session start and end time, session type, how users logged on to PPM, PPM node on which the session was created, and how the session ended.

l Exporting table component fields and requests search result to xlsx format

Table component fields and request search result are now exported to real Excel file (xlsx file) instead of xls file.

l Enabling PPM Workbench to communicate with PPM Server via HTTPS

In 9.40, PPM workbench will communicate with PPM Server using HTTPS instead of RMIS by default.

If you still want PPM Workbench to communicate with PPM Server via RMIS, set the parameter ENABLE_WORKBENCH_HTTP is set to false.

l Preventing Data Loss Due to Inactivity in Request Details, Project Details, and Edit Time Sheet pages



You might spend long time entering data in pages like Edit Time Sheet page and Project Details page. However, PPM would regard this as inactivity and then terminate your session. This causes inconvenience because you have to start all over again.

PPM now introduces two parameters (REQUEST_AND_PROJECT_ KEEPALIVE_MAX_IDLE_TIME and TIMESHEET_KEEPALIVE_MAX_ IDLE_TIME) for you to specify the duration you can stay idle in the Request Details page, Project Details page, and Edit Time Sheet page. This helps prevent data loss because of inactivity in these pages.

Certifications l Support for OpenJDK 8

l For Windows platform, only Azul Zulu (a certified build of OpenJDK 8 ) is supported.

l For Linux platform, only OpenJDK 8 built into Linux distributions is supported.

l Support for Red Hat Enterprise Linux 7

l Mozilla Firefox support is extended to ESR 45.x

l Google Chrome support is extended to 47

l Remove the support for Internet Explorer 10



Chapter 2: What's Changed in PPM Version 9.40This section contains the following:

l "Data Model Changes" below

l "Entity Changes" on the next page

l "server.conf File Changes" on page 12

l "Server Directory Structure and Server Tools Changes" on page 18

l "Changed and New Document Titles" on page 19

l "Deprecations" on page 19

Data Model ChangesThe section describes the major changes to the data model in this version, as compared to version 9.30.

TablesThe following table details the changes to tables in PPM version 9.40 as compared to PPM version 9.30. Some new tables have been introduced, and some existing tables have been modified.Table changes

Table Impact

PPM_LOGON_SESSIONS Added in 9.40

PGM_PROGRAM_TYPES Added in 9.40

PGM_PROGRAM_MILESTONES Added in 9.40

KCRT_FG_PFM_PROGRAM Added in 9.40

KCRT_FG_PFM_PROGRAM_INT Added in 9.40

PGM_PROGRAMS Modified in 9.40: added the columns PROGRAM_TYPE_ID, PGM_REQUEST_ID , DISPLAY_STATUS, OVERRIDE_DATE, and OVERRIDE_DESCRIPTION.

What's New and What's ChangedChapter 2: What's Changed in PPM Version 9.40


Table Impact

KNTA_ARCHIVES Modified in 9.32,0001: the length of the column Version is increased from VARCHAR2 (10) to VARCHAR2(20).

PPM_FISCAL_PERIODS_NLS Modified in 9.32.0001: added the index PPM_FISCAL_PERIODS_NLS_N2.

RSC_POSITION_ FORECAST Modified in 9.32.0001: added the index RSC_POSITION_FORECAST_N7.

DSH_PORTLETS Modified in 9.31.0001: added the column EXPORT_TO_HTML_EXCEL.

KDLV_PENDING_PACKAGES Modified in 9.31.0003: added the column NULL_EXECONTEXT_NODE_NUMBER.

KNTA_ USERS_INT Modified in 9.31.0003: the length of the column DEPARTMENT_CODE is increased from VARCHAR2 (30) to VARCHAR2 (40).

For details about data table changes, see the Data Model Guide for PPM version 9.40.

ViewsThe following table details the changes to views in PPM version 9.40 as compared to PPM version 9.30. Some new views have been introduced, and some existing views have been modified.

View Impact

PM_PROGRAM_TYPES_MIGE_V Added in 9.40

PM_PROGRAM_TYPES_MIGS_V Added in 9.40

Entity ChangesThis section describes the major changes to the HPE-provided entities—access grants, licenses, portlets, report types, request types, special commands, tokens, validations, background services, and workflows—in this version, as compared to version 9.30. Some changes were introduced in service packs or minor releases, as noted.



l "Request Type Changes" below

l "Workflow Changes" below

l "Access Grant Changes" below

l "Background Service Changes" below

Request Type Changes

Entity Name Impact

Program Details Added in 9.40

Workflow Changes

Entity Name Impact

Program Process Added in 9.40

Access Grant Changes

Entity Name Impact

View Program Type Added in 9.40

Edit Program Type Added in 9.40

Background Service Changes

Entity Name Impact

Program Health Service Added in 9.40

server.conf File ChangesThis section describes the changes to the server configuration parameters (located in the server.conf file) in version 9.40.

The server configuration parameters listed in Table 3-1 were either added or modified (for example, the parameter is used for a different purpose or the valid values have changed). For details about these parameters, see the Installation and Administration Guide.



Parameter Name Change History Description

ENABLE_COMMIT_RESOURCES_IN_RESOURCE_FINDER

Added in 9.32.0003

Flags whether or not the option Commit selected resources is available in resource finder.

CHECK_COMMIT_RESOURCES_ IN_RESOURCE_FINDER

Added in 9.32.0003

Flags whether or not the option Commit selected resources is checked in resource finder.

ENABLE_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER

Added in 9.32.0003

Flags whether or not the option Distribute demand evenly to selected resources is available in resource finder.

CHECK_DISTRIBUTE_RESOURCES_ IN_RESOURCE_FINDER

Added in 9.32.0003

Flags whether or not the option Distribute demand evenly to selected resources is checked in resource finder.

USER_SEARCH_RESULTS_MAX_ROWS

Added in 9.40 Specify the maximum number of users displayed in User Management Console.

ENABLE_WORKBENCH_HTTP

Added in 9.40 Flags whether or not PPM Workbench communicates with PPM Server via HTTP(S).

WORKBENCH_SERVICE_URL

Added in 9.40 If PPM Workbench is enabled to communicate with PPM Server via HTTP(S), this parameter specifies the address of the PPM Server that PPM Workbench communicates with via HTTP(S).

ENABLE_WEB_ACCESS_LOGGING

Modified in 9.40 Default values is changed from false to true.

MAX_WEB_ATTACHMENT_SIZE_IN_MB

Modified in 9.40 Default value is changed from 2048 to 20.

ENABLE_LOGIN_COOKIE Modified in 9.40 Default value is changed from true to false.

SECURE_RMI Removed in 9.40 Removed in 9.40.

ENABLE_SP_LABOR_COST_UPDATE

Added in 9.32.0002

Controls whether PPM calculates staffing profile labor cost when you save project settings.

Table 3-1. New or modified server configuration parameters




SEARCH_TIMEOUT Modified in 9.32.0001

It controls the timeout of both the request search and time sheets search.

ENABLE_LOG_SUCCESS_SERVICE_LIST

Added in 9.32.0003

Specify the reference codes of services. If these services are run successfully, PPM will record the success logs for them. Reference codes are separated by semicolon.

SERVICE_RECORDS_EXPIRATION_DAYS

Added in 9.32.0003

Specify the duration (in days) of the success logs for the background services defined in ENABLE_LOG_SUCCESS_SERVICE_LIST. The logs that expire the duration will be removed automatically from the Service Records page.

REQUEST_AND_PROJECT_ KEEPALIVE_MAX_IDLE_TIME

Added in 9.32.0001

Specify the duration (in minutes) that you can stay idle on the Request Details page and Project Details page before your session starts to time out.

TIMESHEET_KEEPALIVE_MAX_ IDLE_TIME

Added in 9.32.0001

Specify the duration (in minutes) that you can stay idle on the Edit Time Sheet page before your session starts to time out.

IGNORE_NEGATIVE_UNMET_DEMAND

Added in 9.31.0001

If you set this parameter to true, PPM ignores negative unmet demand value in the calculation of forecast labor cost.

If you set this parameter to false, PPM does not ignore negative unmet demand value (regards the negative unmet demand value as it is) in the calculation of forecast labor cost.

COST_RATE_RULE_ UPDATE_SERVICE_COMMIT_BATCH_ SIZE

Added in 9.31.0001

Used to specify the batch size of the Cost Rate Rule Update service.

Table 3-1. New or modified server configuration parameters, continued




ENABLE_GENERIC_SSO_TIMEOUT

Added in 9.31.0001

If set to true, the session timeout property works fine in generic SSO implementation.

If set to false, the session timeout property does not work in generic SSO implementation.

MAX_ RSC_IN_SG_TMAPPROVERS

Added in 9.31.0001

Used to specify the maximum number of resources allowed in a security group that serves as time approvers.

ENABLE_ PROJECT_DETAIL_VALIDATE

Added in 9.31.0002

Flags whether or not the system checks the fields update in Details tab of project before you switch to another tab.

PORTLET_MAX_ROWS_RETURNED

Obsolete since 9.31.0003

SSL_ CLIENT_SOCKET_ENABLED_PROTOCOL

Added in 9.31.0003

Used to specify the TLS protocol of LDAPs connections.

ENABLE_ PROJECT_COST_ROLLUP

Added in 9.31.0003

Flags whether or not the system runs the Cost Rollup Service when you import a work plan.

EDIT_TIMESHEET_TABLE_ MAX_HEIGHT

Added in 9.32 Specifies the vertical size (in pixels) of the time sheet table before the vertical scroll bar appears.

DEFAULT_EXPENSE_TYPE_FOR_POSITIONS

Added in 9.32 Specifies the default value of expense type for positions.

HIDE_COST_TAB_ON_ PROJECT_PAGE

Added in 9.32 Used to hide or display the Cost tab in the Project Overview page.

HIDE_STAFFING_TAB_ON_ PROJECT_PAGE

Added in 9.32 Used to hide or display the Staffing tab in the Project Overview page.

USE_REGION_OF_ RESOURCE_POOL _FOR_POSITION_ FORECAST_COST

Added in 9.32 If you set this parameter to true, PPM uses the region of the resource pool specified for the position to pick up cost rule when calculating its forecast labor cost. Otherwise, PPM uses the region of the staffing profile to pick up the cost rule.





MAX_RESULT_OF_AUDIT_EVENT_QUERY

Added in 9.32 Used to limit the mas number of audit event query result.

DEFAULT_STAFFING_EFFORT_EDIT_MODE

Added in 9.31 Specifies the default editable view (Gantt view or Table view) in Staffing Profile New UI.

ENABLE_STAFFING_PROFILE_LEGACY_VIEW

Added in 9.31 Flags whether or not Staffing Profile Legacy UI is enabled so that you can switch staffing profile page between New UI and Legacy UI. If set to true, staffing profile legacy UI is enabled.

FM_COST_AUDIT_ENABLE

Added in 9.31 Flags whether or not to enable audit trail for cost rates that are used to calculate costs. If you set it to true, you enable the cost rate audit trail.

SP_RESOURCE_ROLE_RATE_ENABLE

Added in 9.31 If set to true, the forecasted labor cost of a committed resource is calculated by the cost rate of the resource role. If set to false, the forecasted labor cost of a committed resource is calculated by the cost rate of the position role.

HTTPS_PROTOCOL Modified in 9.31 SSLv3 is no longer a valid HTTPS protocol that PPM Server uses

HTTPS_ENABLED_ PROTOCOLS

Added in 9.31 Specifies the HTTPS protocols in details.

ASSET_ROLLUP_TIMESHEETLINE_ BATCH_SIZE

Added in 9.31 Used to set the batch size of time sheet lines for assets cost calculation.

BLOCK_PENDING_ PKGL_FOR_ERROR

Added in 9.31 If set to false, when a package line fails, the system continues executing the subsequent package lines. If set to true, the execution is blocked when a package line fails.





EXCEPTION_ENGINE_PROCESSING_ THREAD_COUNT

Added in 9.31 Used to specify the thread number of the Exception Rule Service.

ENABLE_ROADMAP_EXT_ATTR

Added in 9.31 If set to true, administrators can define the database view APM_ROADMAP_ENTITY_EXT_ATTR_V to add customized columns in APM roadmap hierarchy.

HTTPS_ENABLED_PROTOCOLS

Added in 9.31 Specifies the HTTPS protocols in details.




Server Directory Structure and Server Tools ChangesThis section addresses changes made to the server directory structure and server tools.

<PPM_Home>/binChanges were made to the following scripts contained in the <PPM_Home>/bin directory:

Script Name Change History Description

kGenJavaDump.sh Added in 9.40 Running this strip generates Java dumps (heap dumps and thread dumps) for started PPM Server.



Changed and New Document TitlesThe table below lists the title changes made to documentation for PPM version 9.40.

PPM Version 9.30 and Earlier PPM Version 9.40

N/A Mobile Website Client User's Guide (Added in 9.32)

A Guide to PPM Center Documentation

Discarded in 9.40

The following items are deprecated in 9.40

Deprecations

l Agile Management Connector 1.0

The following items are no longer supported in 9.40

l Internet Explorer version 10.0



Related InformationThe following documents provide detailed information about the installation, configuration, and customization of this version:

l Installation and Administration Guide

l Upgrade Guide

l System Requirements and Compatibility Matrix

l Customizing the Standard Interface

l Getting Started

For additional details, you may also want to consult the documentation for the following PPM product areas:

l Demand Management

l Deployment Management

l Financial Management

l Portfolio Management

l Project Management

l Program Management

l Resource Management

l Time Management

l Application Lifecycle Management

l HPE Center Management for Quality Center

l HPE Document Management

l Web services

l Operational Reporting

What's New and What's ChangedRelated Information


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HPE Project and Portfolio Management Center · HPE Project and Portfolio Management Center 1 Chapter 1: What's New in PPM 9.40 5 New Features 5 Enhancements 7 ... PPM-AGM integration